Custom Invoice PDF Naming Convention
I'm new to Zoho Books and noticed that when I export an invoice to a PDF file, it automatically creates a download with a file name that matches the invoice number (Example: ABC-2023-1). It would be helpful to append my organization name to the PDFs as well. For example, my previous solution (Harvest) automatically named PDF invoice downloads with the following naming convention:
INVOICE_CE-YEAR-X_My_Organization_Name.pdf
The filename was prefixed with the word INVOICE_, which helps identify what the PDF file is even before opening it. And "CE-YEAR-X" was the invoice number, followed by my organization name (with underscores).